Letters by company
Western Digital CORP
1 letter discussing WDC. Everything written about it on this site is on its ticker page.
- Night Watch Investment Management Q2 2026 Update Night Watch added FUTU aggressively, initiated Booking.com and Adyen, and trimmed exposure to cyclical memory beneficiaries as AI-related valuations rose. The firm argues that Dutch employment-tax rules limit stock-based compensation at internationally oriented companies, while Watches of Switzerland is resuming its Rolex-led consolidation playbook after US tariff relief. Q2 2026 WOSG $2.1BADYEY $31BBKNG $121B